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PEMGX vs VKSCX
PEMGX vs VKSCX Comparison
Open Charts PEMGX vs VKSCX
Virtus KAR Small-Mid Cap Core C
Price$17.63
Change-$0.92 (-4.96%)
VolumeN/A
Net Assets2.13B
PEMGX vs VKSCX Comparison Chart
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PEMGX vs. VKSCX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEMGX is a Buy and VKSCX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. VKSCX (2.13B). PEMGX (0.00) and VKSCX (0.00) have matching dividends . PEMGX was incepted earlier than VKSCX: PEMGX (20 years) vs VKSCX (7 years). VKSCX (2.01) is less costly to investors than PEMGX (0.95). PEMGX is a more actively managed with annual turnover of: 10.50 vs. VKSCX (7.00). PEMGX has a lower initial minimum investment than VKSCX: PEMGX (1000) vs VKSCX (2500). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. VKSCX (0.16). PEMGX return over 5 years is better than : 101.64 vs. VKSCX (92.23).
| PEMGX | VKSCX | PEMGX / VKSCX | |
| Total Expense Ratio | 0.95 | 2.01 | 47% |
| Annual Report Gross Expense Ratio | 0.95 | 2.01 | 47% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 1.009 | -2.111 | -48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8B | 2.13B | 1,398% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.33 | 0.16 | 4,525% |
| Returns for 3 years | 19.09 | 9.83 | 194% |
| Returns for 5 years | 101.64 | 92.23 | 110% |
| Returns for 10 years | 86.08 | N/A | - |
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